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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

479 hedge funds and large institutions have $6.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 29 closing their positions.

Holders
479
Holders Change
+21
Holders Change %
+4.59%
% of All Funds
9.69%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.54%
New
56
Increased
171
Reduced
196
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$222M
2
ACM
2
AlphaStar Capital Management
North Carolina
$48.2M
3
BL
3
Balentine LLC
Georgia
$107M
4
PPA
4
Parametric Portfolio Associates
Washington
$105M
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$242M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$116M
3
Stifel Financial
3
Stifel Financial
Missouri
$101M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$348M
5
PI
5
PFS Investments
Georgia
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$533M 10,643,611 +480,793 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$348M 6,957,413 -509,857 -7%
LPL Financial
3
LPL Financial
California
$244M 4,859,807 -55,604 -1%
HI
4
Horizon Investments
North Carolina
$242M 4,825,653 -1,864,485 -28%
Financial Engines Advisors
5
Financial Engines Advisors
California
$222M 4,433,884 +1,309,598 +42%
VA
6
Valmark Advisers
Ohio
$217M 4,339,391 -265,211 -6%
Bank of America
7
Bank of America
North Carolina
$178M 3,556,939 +138,699 +4%
Ameriprise
8
Ameriprise
Minnesota
$153M 3,046,691 +637,508 +26%
Morgan Stanley
9
Morgan Stanley
New York
$152M 3,027,186 -163,137 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$125M 2,491,474 -16,133 -0.6%
PI
11
PFS Investments
Georgia
$124M 2,471,407 -408,906 -14%
CCMG
12
Clark Capital Management Group
Pennsylvania
$116M 2,322,188 -712,232 -23%
FI
13
FormulaFolio Investments
Michigan
$110M 2,199,718 +614,263 +39%
BL
14
Balentine LLC
Georgia
$107M 2,134,211 +851,520 +66%
PPA
15
Parametric Portfolio Associates
Washington
$105M 2,089,266 +844,360 +68%
Stifel Financial
16
Stifel Financial
Missouri
$101M 2,025,025 -546,358 -21%
UBS Group
17
UBS Group
Switzerland
$101M 2,016,333 -1,413 -0.1%
NAS
18
Nicolet Advisory Services
Wisconsin
$98M 1,954,922 +47,150 +2%
HB
19
Homrich & Berg
Georgia
$77.4M 1,544,772 +174,837 +13%
CDIA
20
Capital Directions Investment Advisors
Georgia
$70.8M 1,412,533 -79,374 -5%
Wells Fargo
21
Wells Fargo
California
$64.5M 1,288,094 +26,538 +2%
AA
22
Advisory Alpha
Michigan
$63.9M 1,258,955 +15,580 +1%
FWM
23
Focused Wealth Management
New York
$62.2M 1,240,850 -9,016 -0.7%
Goldman Sachs
24
Goldman Sachs
New York
$60.6M 1,210,048 +693,688 +134%
AF
25
Allworth Financial
California
$60.4M 1,205,089 -28,290 -2%
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